Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,956 | $53,128-28.6% | $86,581-56.2% | $70,124-45.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.35% | 27.66%-11.3pp | 965.06%-948.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $4,276 | $2,068+106.7% | $2,840+50.6% | $2,342+82.5% |
| Participant deferral / active EE | $2,172 | $2,695-19.4% | $3,609-39.8% | $3,332-34.8% |
| Admin fee / account holder | $466 | $3,584-87.0% | $4,904-90.5% | $4,645-90.0% |